Wealth Management Consultant

Wealth Management Cube Ltd seeks a skilled Asset Settlement Professional to join their Finance team. The successful candidate will be responsible for:Managing client money transactions, including deposits, withdrawals, FX, and internal transfersEnsuring timely and accurate funds settlementCollecting and processing feesMonitoring transaction compliance and...

As a Financial Operations Specialist at Wealth Management Cube Ltd, you will be responsible for:Managing client money transactions, including deposits, withdrawals, FX, and internal transfersEnsuring timely and accurate funds settlementCollecting and processing feesMonitoring transaction compliance and riskMaintaining daily reconciliationsConfirming fund...

The role of the Account and Settlement Officer at Wealth Management Cube Ltd involves handling daily client money transactions, ensuring timely funds settlement, collecting fees, managing transaction compliance, maintaining daily reconciliations, confirming fund transfers, and performing ad-hoc duties.Key responsibilities include:Client money management:...

Pension and Retirement ExpertiseMercer is seeking a Senior Consultant to join our Wealth team in Hong Kong. This role will involve leading projects related to pension and retirement needs of corporate and government clients.About the RoleThe ideal candidate will have 10+ years of experience in the pension advisory industry, including client-facing duties....

1 week ago Be among the first 25 applicants Direct message the job poster from BOC Group Life Assurance Company Limited Joey Kam, AChFP, Medical Insurance Specialist BOC Life rooted in Hong Kong with a strong background. Our life insurance business was launched in Hong Kong in 1998 by the main shareholders BOC Hong Kong (Holdings) Limited ("BOC Hong Kong")...

Wealth Management Cube Ltd is a leading financial institution in Hong Kong. As a trusted provider of B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions, we are seeking a skilled Account and Settlement Officer to join our Finance team.Job Description:The successful candidate will be responsible for managing daily...

Wealth Management Cube Ltd is a licensed corporation in Hong Kong, providing B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. Our Finance team seeks an Account and Settlement Officer to support our growing business.Responsibilities:Handle daily client money deposit/withdraw/FX/internal transfer processesEnsure...

Wealth Management Cube Ltd is a licensed corporation in Hong Kong, providing B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. Our Finance team seeks an experienced professional to support our fast-growing business as an Account and Settlement Officer.Responsibilities:Manage daily client money...

Wealth Management Cube Ltd is a forward-thinking company that delivers innovative financial solutions to clients in Hong Kong and beyond. As a key player in the B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions markets, we require an experienced Account and Settlement Officer to join our Finance team.Role...

Wealth Management Cube ("WMCube") is a SFC licensed corporation (CE No. BEC913) in Hong Kong. We are providing B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. Our Finance team is looking for an Account and Settlement Officer to support our fast growing business. Responsibilities: Handle daily client money...

Wealth Management Cube ("WMCube") is a SFC licensed corporation (CE No. BEC913) in Hong Kong. We are providing B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. Our Finance team is looking for an Account and Settlement Officer to support our fast growing business.Responsibilities:Handle daily client money...

About the Opportunity: We are seeking a Private Wealth Management Professional to join our team at DL Holdings Group. In this role, you will be responsible for delivering exceptional client experiences and driving business growth through strategic partnerships and relationships.Key Responsibilities:Develop and execute customized private wealth management...

Job OverviewDBS Bank (Hong Kong) Limited is seeking a dedicated and experienced Wealth Management Expert to join our team. As a key player in the Treasures Private Banking segment, you will be responsible for driving business growth through promoting wealth management products and services to clients.About the RolePromote full range of wealth management...

About GUMGUM | Your MPF & EB Expert | Hong Kong is a prestigious boutique consulting firm in the Health and Wealth Industry. With over 42 years of market experience, we have pioneered in providing MPF solutions and financial consulting services. Our mission is to give you more inspiration, wealth, and happiness.Our CultureWe create a fast-learning...

At BOC Group Life Assurance Company Limited, we are committed to providing comprehensive wealth management services to our customers.Our life insurance business has a strong background rooted in Hong Kong, and we are dedicated to delivering exceptional financial planning solutions to individuals and corporations.We are seeking a talented and motivated Wealth...

About the RoleWe are seeking an experienced Wealth Management - Institutional Wealth Advisor to join our team. As a key member of our organization, you will be responsible for developing and maintaining business relationships with high-net-worth individuals and their families. Your primary focus will be on identifying investment opportunities, providing...

Wealth Management - Institutional Wealth Advisor This position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...

Investment Sales OpportunityA leading global financial institution is seeking a seasoned investment sales professional to join their regional client solutions team as a head of wealth management. The successful candidate will be responsible for developing business strategies with a focus on wealth management.The ideal candidate should possess extensive...

HSBC's Wealth and Personal Banking (WPB) division is dedicated to delivering exceptional wealth management services and insurance solutions to our customers. As an Insurance Product Expert, you'll be part of a team that leverages our global network and breadth of expertise to support individuals, families, business owners, investors, and entrepreneurs.The...

About the Role:We are seeking a highly skilled Wealth and Wellness Manager to join our team in APAC. This role will be responsible for delivering total rewards that reflect our entrepreneurial culture, are market competitive, and support our global growth.The ideal candidate will have 1-3 years of professional experience, preferably in a retail environment....